Financial Design Group

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

3230 Central Park W Ste 100, Toledo, Ohi...

Phone Number

(419) 843-4737

Revenue

$20.6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
2
1
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About Financial Design Group

Financial Design Group is an independent, comprehensive financial services firm committed to helping the company's clients improve their long-term financial success. As an independent company, the company offers a variety of products and services from some of the strongest and most respected companies in the industry. Financial Design Group specializes in offering comprehensive wealth management tailored to the unique needs of the individuals and businesses the company serves. The firm is headquartered in Toledo, Ohio, with additional office locations in Phoenix and Yuma, Arizona; Bloomington and Oswego, Illinois; Warsaw, Indiana; Covington, Kentucky; and Avon, Ohio.Explore more
Financial Design Group's Social MediaPopular SearchesFinancial Design Group LLCFinancial Design GroupFinancial Design Group IncFinancialdesignohioMcKenney CoSIC Code 62,628NAICS Code 52,523Show more

Financial Design Group Org Chart

PhoneEmail
JS
United States flag for contact location.

Executive Vice President

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TW
United States flag for contact location.

Manager, Wealth

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Design Group

$20.6M
11-50
Private
<$5M
1995
JS
Jason StrasserExecutive Vice President
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$6.3M
11-50
Private
-
2004
LF
Linda FlynnVice President Long Term Care
<$5M
1-10
Private
-
2020
SB
Stacey BigleyPrivate Wealth Associate
<$5M
1-10
Private
-
-
JG
James GehringCertified Financial Planner & Certified Exit Planning Advisor
<$5M
1-10
Private
-
-
Oswaldo Gomez, President at Pillar Wealth Strategies
Oswaldo GomezPresident
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Financial Design Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Financial Design Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Financial Design Group.

Financial Design Group financials insights

Gather financial insights about Financial Design Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

2021

Debt

$99K

See All Financial Design Group's Financials Insights

Financial Design Group Tech Stack

A closer look at the technologies used by Financial Design Group

Financial Design Group News & Media

  • Financial Design Group Hires Todd Leary to Lead Wealth Management Firm’s Greater Cincinnati Office

    COVINGTON, Ky.--(BUSINESS WIRE)--Financial advisor Todd Leary has joined Financial Design Group’s Greater Cincinnati operation with its renewed focus on growing the wealth management firm’s office in Covington. Financial Design Group offers comprehensive wealth management to individuals and businesses throughout Ohio, Kentucky, Illinois, Indiana and Arizona. Leary will lead the firm’s Greater Cincinnati market operations as managing director. “With more than two decades of experience as a finan
Read more news

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Frequently Asked Questions Regarding Financial Design Group

What is Financial Design Group's official website?
Financial Design Group's official website is www.fdgonline.com
What is Financial Design Group's Revenue?
Financial Design Group's revenue is $20.6 Million
What is Financial Design Group's SIC code?
Financial Design Group's SIC: 62,628
What is Financial Design Group's NAICS code?
Financial Design Group's NAICS: 52,523
How many employees does Financial Design Group have?
Financial Design Group has 11-50 employees
What industry does Financial Design Group belong to?
Financial Design Group is in the industry of: Finance, Securities Trading
What is Financial Design Group competition?
Financial Design Group top competitors include: Ratcliff Financial Services, Strategic Financial Partners, Sterling Total Wealth Solutions, Flagship Capital Advisors
What technology does Financial Design Group use?
Some of the popular technologies that Financial Design Group uses are: PHP, Cloudflare Website Optimization, Proofpoint, Google Tag Manager
How do I contact Financial Design Group?
Financial Design Group contact info: Phone number: (419) 843-4737 Website: www.fdgonline.com
What does Financial Design Group do?

Financial Design Group is an independent, comprehensive financial services firm committed to helping the company's clients improve their long-term financial success. As an independent company, the company offers a variety of products and services from some of the strongest and most respected companies in the industry. Financial Design Group special... izes in offering comprehensive wealth management tailored to the unique needs of the individuals and businesses the company serves. The firm is headquartered in Toledo, Ohio, with additional office locations in Phoenix and Yuma, Arizona; Bloomington and Oswego, Illinois; Warsaw, Indiana; Covington, Kentucky; and Avon, Ohio.Read More

What are Financial Design Group social media links?
Financial Design Group Linkedin page Financial Design Group Twitter page Financial Design Group Facebook page
Who invested in Financial Design Group?
Financial Design Group has 2 investors including PPP and PPP.
Is Financial Design Group a public company?
Financial Design Group is private company therefore does not currently have an official ticker symbol
See more information about Financial Design Group

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